SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $200,335 | +62.8% | 5,870 | +57.2% | 0.01% | +57.1% |
| Q4 2022 | $123,062 | -38.2% | 3,734 | -41.8% | 0.01% | -46.2% |
| Q3 2022 | $199,000 | -48.2% | 6,414 | -42.0% | 0.01% | -50.0% |
| Q2 2022 | $384,000 | +27.6% | 11,057 | +42.3% | 0.03% | +44.4% |
| Q1 2022 | $301,000 | -96.2% | 7,770 | -95.9% | 0.02% | -96.3% |
| Q4 2021 | $7,894,000 | -21.2% | 190,281 | -19.3% | 0.49% | -28.0% |
| Q3 2021 | $10,023,000 | +11.6% | 235,655 | +19.4% | 0.68% | +5.7% |
| Q2 2021 | $8,980,000 | +12.4% | 197,342 | +8.2% | 0.65% | -5.6% |
| Q1 2021 | $7,987,000 | +3.5% | 182,432 | -0.3% | 0.68% | -1.3% |
| Q4 2020 | $7,716,000 | -27.7% | 183,022 | -43.7% | 0.69% | -4.7% |
| Q3 2020 | $10,676,000 | +94.9% | 324,879 | +98.5% | 0.73% | +2.5% |
| Q2 2020 | $5,478,000 | +29.7% | 163,703 | +10.3% | 0.71% | -4.2% |
| Q1 2020 | $4,224,000 | -26.1% | 148,410 | -2.4% | 0.74% | +2.1% |
| Q4 2019 | $5,713,000 | +54.0% | 151,984 | +40.4% | 0.72% | +20.8% |
| Q3 2019 | $3,710,000 | – | 108,220 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,042,053 | $39,171,000 | 14.54% |
| HighMark Wealth Management LLC | 237,108 | $8,912,000 | 9.51% |
| XPONANCE, INC. | 386,686 | $14,535,527,000 | 8.91% |
| Blueprint Investment Partners LLC | 274,439 | $10,316,000 | 8.19% |
| ERn Financial, LLC | 330,388 | $12,419,000 | 7.22% |
| Horizon Investments, LLC | 4,365,212 | $164,088,000 | 7.20% |
| Financial Strategies Group, Inc. | 211,539 | $7,952,000 | 6.41% |
| Compass Financial Group, Inc. | 182,770 | $6,870,000 | 6.20% |
| Advisory Alpha, LLC | 560,710 | $21,671,449,000 | 5.27% |
| Strategic Financial Planning, Inc. | 143,004 | $5,376,000 | 5.23% |